Department

Marketing

Demand, brand & growth

BrandContentPaid MediaSEOLifecyclePR & CommsAnalytics

Live data — this department shows only your records for the active business. Metrics appear here as you add them.

Acquisition

Lead Sources

Organic Search
38%
412
Paid Search
20%
218
Paid Social
15%
164
Content / SEO
13%
142
Email
9%
96
Events / Other
5%
52

View All Sources

Campaigns

Campaign Performance

Spring Refresh
Paid Social · $8.2K
142 leads2.8x
78%
AI for Ops Webinar
Email + Paid · $4.6K
412 leads4.1x
92%
Retargeting v3
Paid Social · $18.2K
88 leads0.6x
24%
Founder Series
Content / SEO · $6.4K
96 leads3.2x
71%
Product Launch Q3
Multi · $12.0K
64 leads1.9x
48%

View All Campaigns

Editorial

Upcoming Content

How AI is Rewriting Ops Playbooks
Blog · Jul 7
Scheduled
Founder Interview — Sarah Jones
YouTube · Jul 9
In Edit
Trial day-3 nurture email
Email · Jul 10
Ready
Carousel — 5 Ops Wins
Instagram · Jul 11
Draft
Case Study — Acme Corp
PDF · Jul 14
Review

View Content Calendar

Actions

Marketing Actions

Pause Retargeting v3
ROI 0.6x — free $18K/mo for webinar
HighToday
Ship webinar follow-up sequence
412 registrants, no nurture yet
HighJul 8
Approve Spring Refresh creative
Blocking $42K spend
MediumJul 9
Publish founder interview short
Cutdown for LinkedIn + IG
LowJul 11

View All Actions

Audience

Audience Growth

+2,320 net subscribers since Feb · +55%

View Full Report

AI Insights

Organic Search is now your top channel by volume, but Retargeting v3 is dragging blended ROI down 0.4%. Reallocate spend to the webinar funnel.

What's going well

Leads up 12% MoM with Organic now the #1 source (412 leads, 38%)
AI for Ops Webinar delivered 4.1x ROI — best campaign of the quarter

What needs attention

Retargeting v3 is under-performing at 0.6x ROI while consuming $18K/mo
412 webinar registrants have no follow-up nurture sequence yet

What to do next

Pause Retargeting v3 and reroute $18K to the webinar sequence
Ship the webinar follow-up nurture this week
Double down on Founder Series — 3.2x ROI, still under-invested

View Recommended Actions

MQLs (mo)

1,084

+12.4% · vs last mo

Blended CAC

$148

-6.1% · trailing 90d

Pipeline sourced

$612K

+18% · this quarter

Brand search

+22%

YoY

Next Best Action

What to do next, in order.

Pause Retargeting v3 — ROI 0.6x

Critical

Eating $18K/mo with declining CTR. Free budget for webinar series.

Impact: +$18K freed · S. Okafor · Today

Approve Spring Refresh creative

High

Brand campaign blocked on creative sign-off; queued behind Q3 launch.

Impact: Unblocks $42K spend · J. Patel · May 16

Build follow-up sequence for Webinar — AI for Ops

High

412 registrants, no nurture beyond confirmation.

Impact: +38 MQL est. · A. Rivera · May 18

Recommendations are decision-support suggestions based on available data. They do not guarantee results.

Acquisition

Funnel

Visitors

124,800

—

Leads

8,420

6.7%

MQL

1,084

12.9%

SQL

312

28.8%

Customers

15.1%

Campaigns is hidden for this business. Re-enable it in Customize Business.

Customize

Channel mix

Channel performance

Organic Search

412 leads · CAC $0 · ROI ∞

Paid Search

218 leads · CAC $112 · ROI 2.4x

$24.6K

Paid Social

164 leads · CAC $111 · ROI 0.6x

$18.2K

Content / SEO

142 leads · CAC $45 · ROI 4.1x

$6.4K

Events

88 leads · CAC $364 · ROI 1.1x

$32.0K

Audience

Insights

Mid-market Ops VPs

Highest LTV ($164K). Best channels: Linkedin + webinar.

SMB self-serve

Highest volume (412/mo). Convert via product-led content.

Finance buyers

Emerging. ROI calculator drove 21% opt-in.

Funnel asset

Lead magnets

Lead magnet	Business	Audience	Opt-in	Landing	Campaign	Status
AI for Ops Playbook	Skyline Events Co.	Ops VPs	34%	/lp/ops-playbook	Webinar — AI for Ops	Active
ROI Calculator	Empire Academy	Buyers	21%	/lp/roi	Q3 Enterprise Launch	Active
Forecasting Template	Apex Consulting Studio	CFOs	—	/lp/forecast	—	Planned

Editorial

Content pipeline → offer mapping

Map your first lead-magnet → course funnel piece of content.

You're in Demo Mode. Add manually, import a spreadsheet, or switch to demo data.

Import spreadsheet

Email marketing planner

What 90% of trials miss

Tue · Trial day-3

Active

We rebuilt the pricing tier

Thu · Lost-closed Q1

Planned

Webinar — AI for Ops

Fri · All-leads

In Progress

SEO

Keyword tracker

Keyword	Position	Volume	Trend
ai for ops	4	8.1K	+2
workflow automation tools	11	12.4K	-1
ops dashboard	7	3.2K	+3
operations platform	18	5.6K	+5

Library

Brand assets

Logo pack v3Open

Brand guidelinesOpen

Photography libraryOpen

Pitch deckOpen

One-pagersOpen

Social templatesOpen